LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Sell |
162,704
-12,386
| -7% | -$2.35M | 0.27% | 53 |
|
|
2025
Q1 | $31M | Sell |
175,090
-15,356
| -8% | -$2.72M | 0.3% | 52 |
|
|
2024
Q4 | $43.8M | Sell |
190,446
-15,990
| -8% | -$3.67M | 0.38% | 46 |
|
|
2024
Q3 | $44.7M | Sell |
206,436
-18,192
| -8% | -$3.94M | 0.4% | 48 |
|
|
2024
Q2 | $55.6M | Sell |
224,628
-10,195
| -4% | -$2.52M | 0.51% | 43 |
|
|
2024
Q1 | $70.6M | Sell |
234,823
-3,259
| -1% | -$980K | 0.7% | 37 |
|
|
2023
Q4 | $63.6M | Sell |
238,082
-2,359
| -1% | -$631K | 0.63% | 38 |
|
|
2023
Q3 | $46.2M | Sell |
240,441
-3,434
| -1% | -$660K | 0.52% | 42 |
|
|
2023
Q2 | $86.2M | Sell |
243,875
-1,658
| -0.7% | -$586K | 0.92% | 30 |
|
|
2023
Q1 | $82M | Buy |
245,533
+6,494
| +3% | +$2.17M | 0.94% | 30 |
|
|
2022
Q4 | $50.4M | Buy |
239,039
+5,514
| +2% | +$1.16M | 0.62% | 39 |
|
|
2022
Q3 | $48.4M | Buy |
233,525
+23,279
| +11% | +$4.82M | 0.63% | 40 |
|
|
2022
Q2 | $49.8M | Buy |
210,246
+97,999
| +87% | +$23.2M | 0.61% | 40 |
|
|
2022
Q1 | $48.9M | Buy |
112,247
+45,361
| +68% | +$19.8M | 0.5% | 44 |
|
|
2021
Q4 | $44M | Buy |
66,886
+817
| +1% | +$537K | 0.4% | 49 |
|
|
2021
Q3 | $44M | Buy |
66,069
+50
| +0.1% | +$33.3K | 0.44% | 45 |
|
|
2021
Q2 | $40.3M | Hold |
66,019
| – | – | 0.41% | 46 |
|
|
2021
Q1 | $35.8M | Buy |
66,019
+49
| +0.1% | +$26.5K | 0.4% | 50 |
|
|
2020
Q4 | $35.3M | Sell |
65,970
-4,455
| -6% | -$2.38M | 0.39% | 49 |
|
|
2020
Q3 | $23.1M | Buy |
70,425
+250
| +0.4% | +$81.8K | 0.29% | 55 |
|
|
2020
Q2 | $19.3M | Buy |
70,175
+946
| +1% | +$260K | 0.27% | 58 |
|
|
2020
Q1 | $12M | Hold |
69,229
| – | – | 0.2% | 60 |
|
|
2019
Q4 | $19.3M | Hold |
69,229
| – | – | 0.26% | 59 |
|
|
2019
Q3 | $12.5M | Hold |
69,229
| – | – | 0.18% | 62 |
|
|
2019
Q2 | $18.9M | Hold |
69,229
| – | – | 0.28% | 58 |
|
|
2019
Q1 | $19.7M | Sell |
69,229
-315
| -0.5% | -$89.6K | 0.3% | 57 |
|
|
2018
Q4 | $14.6M | Buy |
69,544
+315
| +0.5% | +$66K | 0.26% | 60 |
|
|
2018
Q3 | $27.1M | Buy |
69,229
+145
| +0.2% | +$56.7K | 0.43% | 54 |
|
|
2018
Q2 | $23.6M | Hold |
69,084
| – | – | 0.41% | 56 |
|
|
2018
Q1 | $17.3M | Hold |
69,084
| – | – | 0.32% | 62 |
|
|
2017
Q4 | $15.4M | Sell |
69,084
-1,250
| -2% | -$278K | 0.28% | 62 |
|
|
2017
Q3 | $13.1M | Hold |
70,334
| – | – | 0.25% | 63 |
|
|
2017
Q2 | $11.8M | Hold |
70,334
| – | – | 0.23% | 65 |
|
|
2017
Q1 | $8.07M | Hold |
70,334
| – | – | 0.17% | 76 |
|
|
2016
Q4 | $6.76M | Hold |
70,334
| – | – | 0.15% | 82 |
|
|
2016
Q3 | $6.59M | Hold |
70,334
| – | – | 0.15% | 81 |
|
|
2016
Q2 | $5.67M | Hold |
70,334
| – | – | 0.13% | 86 |
|
|
2016
Q1 | $5.11M | Sell |
70,334
-750
| -1% | -$54.5K | 0.12% | 91 |
|
|
2015
Q4 | $4.68M | Buy |
71,084
+750
| +1% | +$49.4K | 0.12% | 92 |
|
|
2015
Q3 | $4.41M | Hold |
70,334
| – | – | 0.11% | 92 |
|
|
2015
Q2 | $4.41M | Hold |
70,334
| – | – | 0.11% | 92 |
|
|
2015
Q1 | $3.78M | Hold |
70,334
| – | – | 0.1% | 98 |
|
|
2014
Q4 | $3.93M | Hold |
70,334
| – | – | 0.1% | 97 |
|
|
2014
Q3 | $3.64M | Hold |
70,334
| – | – | 0.1% | 97 |
|
|
2014
Q2 | $3.94M | Sell |
70,334
-4,147
| -6% | -$232K | 0.11% | 91 |
|
|
2014
Q1 | $3.86M | Sell |
74,481
-14,100
| -16% | -$730K | 0.11% | 94 |
|
|
2013
Q4 | $5.06M | Sell |
88,581
-171,884
| -66% | -$9.82M | 0.14% | 90 |
|
|
2013
Q3 | $12.5M | Sell |
260,465
-22,325
| -8% | -$1.07M | 0.38% | 55 |
|
|
2013
Q2 | $10.5M | Buy |
+282,790
| New | +$10.5M | 0.33% | 60 |
|